Simplicity Retirement Blueprint

Simplicity Blueprint
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Simplicity Retirement Blueprint is a weekly, hour-long radio show hosted by Josh Pick, Partner of Simplicity Wealth Advisors, that includes investment management and strategic wealth planning for those in or nearly retired.

  1. 1d ago

    Hidden Retirement Gotchas: Interest Rates, Social Security and Taxes

    Interest rates can affect everything from borrowing costs to bond values and retirement income. But even investments considered “safe” can create challenges if rates change or income ends sooner than expected. Social Security also comes with more decisions than many people realize. When should you claim? How could working, taxes or future benefit changes affect what you receive? And once required minimum distributions begin, could they also increase the taxes on your Social Security or raise your Medicare premiums? Find out today on the Simplicity Wealth Blueprint Show. Ready to take the next step? If today’s episode sparked questions about your own retirement, we’re here to help. Schedule a complimentary, no-obligation consultation with our team. Visit www.SimplicityWealth.com/Columbus-Ohio Or give us a call at (614) 917-1040 The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode. The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances. See omnystudio.com/listener for privacy information.

    Hidden Retirement Gotchas: Interest Rates, Social Security and Taxes

  2. 6d ago

    Magnificent 7 Still Supreme? Plus Mutual Funds, ETFs, SMAs Oh My...

    For years, much of the S&P 500 growth has been attributed to a handful of companies in a couple of sectors. But recent outlooks question how long the tech and AI growth can last. Does betting on their continued dominance still make sense? We've all heard of these investment vehicles: mutual funds, exchange traded funds (ETFs) and separately managed accounts (SMAs). But what do these acronyms mean? How can we best use them in different account types to help build a portfolio and retirement plan that makes sense for you? Find out today on the Simplicity Wealth Blueprint Show. Ready to take the next step? If today’s episode sparked questions about your own retirement, we’re here to help. Schedule a complimentary, no-obligation consultation with our team. Visit www.SimplicityWealth.com/Columbus-Ohio Or give us a call at (614) 917-1040 The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode. The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances. See omnystudio.com/listener for privacy information.

  3. Jul 18

    Commodity Markets, Saving for Your Kids & Tax-Smart Financial Planning

    How can geopolitical conflict affect commodity prices, and how do futures contracts help producers and investors manage—or speculate on—price changes? How do Trump Accounts compare with 529 plans and other ways to save for children? And what should families understand about Social Security, home-sale taxes, Roth versus traditional accounts and charitable giving? Find out today on the Simplicity Wealth Blueprint Show. Ready to take the next step? If today’s episode sparked questions about your own retirement, we’re here to help. Schedule a complimentary, no-obligation consultation with our team. Visit www.SimplicityWealth.com/Columbus-Ohio Or give us a call at (614) 917-1040 The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode. The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances. See omnystudio.com/listener for privacy information.

    Commodity Markets, Saving for Your Kids & Tax-Smart Financial Planning

  4. Jul 11

    A New Advisor Joins the Show: Trump Accounts, Annuities & Retirement Income

    Josh and Bruce welcome Logan Harris, the newest advisor at Simplicity Wealth Columbus, to the Retirement Blueprint Show. How could Trump Accounts help families start investing earlier and teach children the value of compounding? And where might annuities, life insurance and tax-efficient income planning fit into a retirement strategy? Find out today on the Simplicity Wealth Blueprint Show. Ready to take the next step? If today’s episode sparked questions about your own retirement, we’re here to help. Schedule a complimentary, no-obligation consultation with our team. Visit www.SimplicityWealth.com/Columbus-Ohio Or give us a call at (614) 917-1040 The Retirement Blueprint Show airs every Friday at 4 PM and Saturday at 12 PM on 98.9 FM The Answer. You can also subscribe to the podcast so you never miss an episode. The information discussed in this podcast is for educational purposes only and should not be considered personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal. Please consult a qualified professional regarding your individual circumstances. See omnystudio.com/listener for privacy information.

    A New Advisor Joins the Show: Trump Accounts, Annuities & Retirement Income

  5. Jun 27

    SIMPLICITY Retirement Blueprint Radio Show 06 26

    See omnystudio.com/listener for privacy information.

    SIMPLICITY Retirement Blueprint Radio Show 06 26

  6. Jun 20

    SIMPLICITY Retirement Blueprint Radio Show 06 19

    See omnystudio.com/listener for privacy information.

    SIMPLICITY Retirement Blueprint Radio Show 06 19

  7. Jun 13

    SIMPLICITY Retirement Blueprint Radio Show 06 12

    See omnystudio.com/listener for privacy information.

    SIMPLICITY Retirement Blueprint Radio Show 06 12

  8. Jun 6

    SIMPLICITY Retirement Blueprint Radio Show 06 05

    See omnystudio.com/listener for privacy information.

    SIMPLICITY Retirement Blueprint Radio Show 06 05
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Simplicity Retirement Blueprint is a weekly, hour-long radio show hosted by Josh Pick, Partner of Simplicity Wealth Advisors, that includes investment management and strategic wealth planning for those in or nearly retired.

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